TERRY MCDANIEL & COMPANY
Total AUM
$1.9B
Employees
13Clients
378Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2630 EXPOSITION BLVD STE 300
AUSTIN
TX 78703
United States
AUSTIN
TX 78703
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
512-495-9500
Financials
Total AUM
$1.9B
Accounts
370Discretionary
$1.7B
Accounts
365Non-Discretionary
$180M
Accounts
5
Clients
Individual Clients
122AUM
$41.7M
HNW Individual Clients
248AUM
$1.8B
Charitable Organization Clients
8AUM
$48.9M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.